Key Points Cathie Wood believes that Space Exploration Technologies’ reusable rockets will be a cost-effective solution to the space economy. She expects the company’s thousands of satellites to drive accelerating broadband capacity and generate millions in gross profit by 2030. SpaceX stock is still expensive while it’s reporting losses. 10 stocks we like better than … Read more
Apple Gets Kicked Out of the $5 Trillion Club After Reporting Earnings. Are Fears Over Surging Memory Costs Overblown?
The whipping post
Key Points Apple has soared in recent weeks as it’s avoided the capex pitfalls of its big tech peers. Investors are now fearful that memory costs could take a bite out of profits. Apple didn’t give specific numbers, but said that memory prices were expected to rise. 10 stocks we like better than Apple › … Read more
Amazon Just Left Investors Speechless
The whipping post
Key Points Amazon (NASDAQ: AMZN) just delivered one of the best quarters in recent history. It posted results much better than any analyst expected, and the stock popped the day following earnings. There’s one division in particular that was noteworthy, and it’s the Amazon segment most exposed to AI: Amazon Web Services (AWS). AWS blew … Read more
Ford Says It Will Deliver Eyes-Off Driving in 2028. The Market Prices Ford at 9 Times Forward Earnings.
Key Points Ford plans to make Level 3, eyes-off driving road-ready on its Universal Electric Vehicle platform in 2028. Second-quarter adjusted earnings before interest and taxes rose to $2.5 billion, and Ford raised its full-year guidance. The stock costs about 9 times forward earnings, and its dividend yields about 3.9%. 10 stocks we like better … Read more
Is Vista Energy Stock Still Attractive After Its Latest Earnings Miss?
Vista Energy VIST remains a difficult stock to frame after its latest results. The company is delivering fast production growth, larger scale in Vaca Muerta and inexpensive earnings multiples. The offset is clear. Vista missed second-quarter earnings expectations, estimates have moved lower and the stock sits close to its stated price target. That makes the … Read more